Lukewarm and tepid is the main theme of this week’s entertainment week review list. However, it seems that behind the calm market, the concept of meta universe changes again, taking the lead in stepping out of the “count nine days” into spring.
In the past week (February 25 – March 4), among the top 30 cultural and entertainment stocks with A-share market value, in addition to Zhejiang Huace Film And Tv Co.Ltd(300133) ( Zhejiang Huace Film And Tv Co.Ltd(300133) . SZ) and Huayi Brothers Media Corporation(300027) ( Huayi Brothers Media Corporation(300027) . SZ), the market value of Zhejiang Century Huatong Group Co.Ltd(002602) ( Zhejiang Century Huatong Group Co.Ltd(002602) . SZ) increased by 1.416 billion yuan, which has been the largest increase this week, The market value of Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) ( Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) . SZ) declined the most, only 354 million yuan; In terms of share price, Shenzhen Zqgame Co.Ltd(300052) ( Shenzhen Zqgame Co.Ltd(300052) . SZ) took the lead, up 9.96%, and China Sports Industry Group Co.Ltd(600158) ( China Sports Industry Group Co.Ltd(600158) . SH) fell the most, down 3.23%.
After several weeks of calming down, Yuan universe concept stocks made a comeback. On March 4, many yuan universe concept stocks rose or rose, bringing vitality to the calm market.
Zhejiang Century Huatong Group Co.Ltd(002602) market value increased by 1.416 billion yuan
In the relatively stable market, the market value of Zhejiang Century Huatong Group Co.Ltd(002602) increased by 1.416 billion yuan, becoming the “general” of this week.
This week Zhejiang Century Huatong Group Co.Ltd(002602) announced that based on the needs of Zhejiang Century Huatong Group Co.Ltd(002602) Internet Data Center (IDC) business development, the company decided to integrate Shenzhen data center project, Yangtze River Delta data center project and other related businesses, establish a “cloud data division” to uniformly plan, operate, manage and expand Internet Data Center (IDC) and data security businesses, And take the development of the above business as an important science and technology strategy of the company.
century Longteng, a holding subsidiary of Zhejiang Century Huatong Group Co.Ltd(002602) , signed the purchase agreement of “Yifeng technology Guangming 5g big data center project” (hereinafter referred to as “Shenzhen data center project”) in Shenzhen in September 2021, and plans to acquire 50.1% equity of Shenzhen data center project. The Shenzhen data center project is located in Guangming District, Shenzhen, with a planned number of 12000 cabinets. It is planned to be put into construction in March 2022. On February 28, 2022, century Longteng completed the industrial and commercial change of the equity related to the underlying assets.
Recently, the overall layout design of the national integrated big data center system has been completed, and the national “counting from the east to the west” project has been officially launched, which has brought historic opportunities for private enterprises engaged in the construction and layout of Internet data centers.
“The completion of the equity delivery of Shenzhen data center project marks the beginning of the company’s construction and operation of Internet Data Center (IDC) in Shenzhen. The company will fully promote the construction of the project. The completion and delivery of the project will have a positive impact on the development of the company, help the company expand the market and enhance the brand and industry influence;” Zhejiang Century Huatong Group Co.Ltd(002602) also said that the establishment of the cloud data division will help the company integrate Internet Data Center (IDC) and data security and other related businesses, improve the operation efficiency of businesses in this field, accelerate resource acquisition and technology upgrading, contribute to the company’s investment, management, integration and promotion in the field of cloud data, and enhance the company’s comprehensive competitiveness.
In addition, on March 1, Zhejiang Century Huatong Group Co.Ltd(002602) announced that after the deliberation and approval of the general meeting of shareholders, the company decided to use its own funds or self raised funds to buy back the company’s shares in the form of centralized bidding transaction for the later implementation of equity incentive plan, employee stock ownership plan or reduction of registered capital.
The announcement shows that the total amount of this repurchase is no less than 500 million yuan and no more than 1 billion yuan. The repurchase price is no more than 10 yuan / share. The period of share repurchase is 12 months from the date when the general meeting of shareholders deliberates and approves the share repurchase plan. If calculated according to the upper limit of repurchase amount and repurchase price, the number of shares repurchased is expected to be about 100 million shares, accounting for about 1.34% of the total share capital of the company; According to the calculation of the lower limit of repurchase amount and the upper limit of repurchase price, the number of repurchased shares is expected to be about 50 million shares, accounting for about 0.67% of the total share capital of the company.
yuan universe active Shenzhen Zqgame Co.Ltd(300052) share price rose 9.96%
After several weeks of correction, on March 4, the concept of yuancosmos was strengthened, 3 Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) 0cm limit, Meisheng Cultural & Creative Corp.Ltd(002699) , Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) limit, Shenzhen Zqgame Co.Ltd(300052) closed up 11.68%, the last stroke of this week’s stock price rise of 9.96%.
Shenzhen Zqgame Co.Ltd(300052) february 28 announced that Shenzhen Baode Technology Co., Ltd., the shareholder of the company, reduced 2.62 million shares of the company from February 10, 2022 to February 25, 2022, accounting for 1.00% of the total share capital of the company.
Since 2022, the stock price of Shenzhen Zqgame Co.Ltd(300052) has fallen by more than 20%. The sharp rise on March 4 is far from making it on the dragon and tiger list and failed to mobilize the enthusiasm of investors.
Since the beginning of this year, yuancosmos has faced more and more supervision. On February 18, the China Banking and Insurance Regulatory Commission issued the “tips on preventing the risk of illegal fund-raising in the name of” yuancosmos “. On February 21, the State Intellectual Property Office stressed that it resolutely opposed and severely cracked down on the malicious registration of trademarks such as” rubbing hot spots “and hoarding for non use purposes; On the same day, the “Yuan universe industry self-regulation Convention (adopted by the first plenary session)” released that the yuan universe business should be based on the service of the real economy, and resolutely resist the use of the concept of the yuan universe hot spot for capital speculation, and avoid the formation of a market bubble.
Of course, meta and roblox also fell sharply. According to the financial report released by meta, the revenue of yuancosmos business in 2021 was $2.27 billion, and the net loss was as high as $10.19 billion. The expansion of the loss also confirmed that yuancosmos is still in the early stage of development.
However, securities analysts are optimistic China Industrial Securities Co.Ltd(601377) analyst Li Yang believes that yuancosmos is expected to become the main investment line through 2022, and the influx of enterprises and capital will trigger resonance and accelerate the development of yuancosmos industry.
“In the meta universe, we do not underestimate the next 5-10 years, nor overestimate 1-2 years. However, from the perspective of 1-2 years, there are four major sectors in the known range, including hardware, digital collection (NFT), digital people, infrastructure and applications.” Zhu Zhu, an analyst at Huaxin securities, believes that.
